Filed April 4, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INR ADVISORS7+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $18,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,146 | $65,061-78.3% | $143,757-90.2% | $66,914-78.9% |
| Participation rate | 72.1% | 65.2%+6.9pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -17.33% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $916 | $2,361-61.2% | $4,951-81.5% | $2,544-64.0% |
| Participant deferral / active EE | $1,844 | $2,919-36.8% | $5,637-67.3% | $4,237-56.5% |
| Admin fee / account holder | $116 | $502-76.9% | $14,673-99.2% | $593-80.5% |